MondegarAI
First Long Island Investors, LLC

Q1 2025 · 13F-HR

First Long Island Investors, LLCholdings as filed

Filed 2025-06-06 · accession 0001490429-25-000002

$1.21B
Reported value
65
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
053015103ADPAUTOMATIC DATA PROCESSING INC$60.9M5.02%199,313CommonSOLE
594918104MSFTMICROSOFT CORP COM$60.1M4.95%160,179CommonSOLE
002824100ABTABBOTT LABS COM$56.6M4.67%426,824CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC COM$55.6M4.58%106,144CommonSOLE
023135106AMZNAMAZON COM INC COM$54.9M4.53%288,700CommonSOLE
67066G104NVDANVIDIA CORPORATION COM$41.8M3.45%385,955CommonSOLE
57636Q104MAMASTERCARD INCORPORATED CL A$37.3M3.08%68,108CommonSOLE
701094104PHPARKER HANNIFIN CORP COM$36.9M3.04%60,718CommonSOLE
548661107LOWLOWES COS INC COM$36.9M3.04%158,041CommonSOLE
92826C839VVISA INC COM CL A$35.6M2.94%101,656CommonSOLE
037833100AAPLAPPLE INC COM$33.0M2.72%148,409CommonSOLE
02079K305GOOGLALPHABET INC CAP STK CL A$30.6M2.52%197,732CommonSOLE
46625H100JPMJPMORGAN CHASE & CO COM$29.4M2.42%119,694CommonSOLE
747525103QCOMQUALCOMM INC COM$28.7M2.36%186,551CommonSOLE
98978V103ZTSZOETIS INC CL A$28.3M2.33%171,698CommonSOLE
30303M102METAMETA PLATFORMS INC CL A$27.0M2.23%46,902CommonSOLE
718172109PMPHILIP MORRIS INTL INC COM$26.0M2.14%163,842CommonSOLE
00287Y109ABBVABBVIE INC COM$25.3M2.09%120,841CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND SHS CLAS$23.4M1.93%74,985CommonSOLE
09260D107BXBLACKSTONE INC$22.9M1.89%163,726CommonSOLE
031162100AMGNAMGEN INC COM$22.4M1.84%71,851CommonSOLE
532457108LLYLILLY ELI & CO COM$22.3M1.84%27,020CommonSOLE
969904101WSMWILLIAMS SONOMA INC COM$21.2M1.75%134,298CommonSOLE
09247X101BLKCHFBLACKROCK INC COM$20.9M1.72%22,115CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD S$20.1M1.65%120,810CommonSOLE
311900104FASTFASTENAL CO COM$19.9M1.64%257,149CommonSOLE
478160104JNJJOHNSON & JOHNSON COM$19.4M1.60%116,940CommonSOLE
00724F101ADBEADOBE INC COM$18.7M1.54%48,834CommonSOLE
609207105MDLZMONDELEZ INTERNATIONAL INC$17.0M1.40%250,982CommonSOLE
032095101APHAMPHENOL CORP NEW CL A$16.5M1.36%250,960CommonSOLE
166764100CVXCHEVRON CORP NEW COM$16.4M1.35%98,009CommonSOLE
713448108PEPPEPSICO INC COM$16.4M1.35%109,308CommonSOLE
580135101MCDMCDONALDS CORP COM$16.2M1.34%51,900CommonSOLE
437076102HDHOME DEPOT INC COM$15.5M1.28%42,225CommonSOLE
136375102CNICDN NATL RAILWAY CO CAD$15.3M1.26%157,010CommonSOLE
G29183103ETNEATON CORP PLC SHS$14.7M1.21%54,104CommonSOLE
902973304USBUS BANCORP DEL COM NEW$14.0M1.16%332,070CommonSOLE
452308109ITWILLINOIS TOOL WKS INC COM$14.0M1.15%56,432CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$13.5M1.12%185,764CommonSOLE
871607107SNPSSYNOPSYS INC$13.5M1.11%31,499CommonSOLE
11135F101AVGOBROADCOM LTD SGD$12.7M1.05%76,117CommonSOLE
254687106DISDISNEY WALT CO COM DISNEY$11.8M0.97%119,690CommonSOLE
704326107PAYXPAYCHEX INC$10.7M0.88%69,086CommonSOLE
009066101ABNBAIRBNB INC CL A$10.6M0.87%88,519CommonSOLE
64110L106NFLXNETFLIX INC COM$10.6M0.87%11,316CommonSOLE
02079K107GOOGALPHABET INC CAP STK CL C$10.1M0.83%64,354CommonSOLE
55354g100MSCI ORD SHS$9.9M0.81%17,419CommonSOLE
461202103INTUINTUIT COM$9.4M0.77%15,304CommonSOLE
21036P108STZCONSTELLATION BRANDS CL A$9.3M0.77%50,815CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$5.7M0.47%11,600CommonSOLE
127387108CDNSCADENCE DESIGN SYS INC$5.3M0.44%20,974CommonSOLE
98138H101WDAYWORKDAY INC CL A$4.1M0.34%17,500CommonSOLE
20030N101CMCSACOMCAST CORP NEW CL A$498,5190.04%13,510CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC C$483,1700.04%971CommonSOLE
46090E103QQQINVESCO QQQ TR UNIT SER 1$410,3050.03%875CommonSOLE
58933Y105MRKMERCK & CO. INC COM$368,4650.03%4,105CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC CL B$362,1970.03%3,293CommonSOLE
863667101SYKSTRYKER CORPORATION COM$327,5800.03%880CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE INC$293,2500.02%1,700CommonSOLE
046353108AZNNASTRAZENECA PLC SPON ADR$282,3130.02%3,841CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR SBI HEAL$274,4990.02%1,880CommonSOLE
922908629VOVANGUARD INDEX FDS MID CAP ETF$230,1720.02%890CommonSOLE
882508104TXNTEXAS INSTRS INC COM$228,3990.02%1,271CommonSOLE
46137V613PRFINVESCO EXCHANGE TRADED FD TR$222,2550.02%5,500CommonSOLE
052769106ADSKAUTODESK INC COM$220,1740.02%841CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.